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Effective eLearning Project Kick-off: Key Questions and Strategies

This guide outlines essential scoping questions for eLearning projects, focusing on stakeholder objectives, existing content evaluation, target audience analysis, course development preferences, and project kick-off meeting strategies. It emphasizes the collaboration between clients and project teams to ensure clear communication of goals, roles, and responsibilities while setting expectations for outcomes and deliverables. Understanding your client’s needs from the outset can significantly enhance the effectiveness of eLearning solutions.

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Effective eLearning Project Kick-off: Key Questions and Strategies

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  1. SessionCodeE353B September18,2013/9:45-10:45am Speaker:JenniferDeVries eLearningScopingQuestions 1.Stakeholders/OwnersandResultsNeeded a.Whatistheultimateobjective/goalforthisprojectanditstargetaudience? b.Whoarethestakeholdersandwhatwillbetheirinvolvement? c.Whowillbeourprimarypointofcontact(projectowner)fortracking,progressreportsand issueescalation? d.Howwilltheclientwanttomeasuresatisfaction,learningand/orperformance? i.Postcoursesurvey ii.Preand/orPosttesting iii.Completionofcourse,includingquizzes iv.Timetakingthecourse 2.PreviouseLearningProjectsandExpectations a.HasthisgrouporclientdoneaneLearningprojectbefore? i.Ifnot,havetheyseenaneLearningcoursethattheylike?Cantheyshowittoyou? Ifnot,showthemsomeeLearningcoursesandassesswhattheylikeanddislike. ii.Ifso,takealookattheirexistingeLearningcourse(s).Aretheypleasedwiththe result?Whatdotheywanttodothesame/different? b.Ifthey’vedoneeLearningbefore,havetheyestablishedtemplates,andstyleguidesthat theycanprovide? c.Whatdevelopmenttool(s)didtheyusefortheirpreviouseLearningproject? 3.TargetAudienceandCourseDelivery a.Whoisthetargetaudienceforthiscourse? i.Wherearetheylocated? ii.WhatOSandbrowsersdotheyuse? iii.Whatinternetconnectionspeedcanyouassumetheyhave? iv.ArethereanyfirewallsorcorporateITpoliciesthatmaypreventaccesstocertain filetypes? b.DoestheclienthaveaLearningManagementSystem? i.Whichone? ii.IsitSCORMorAICCconformant?OrdoesitusetheExperienceAPI? iii.Havetheyusedittodelivercoursestothetargetaudience? JenniferDeVries,CPT jennifer@bluestreaklearning.com 630-842-1865 Page1

  2. 4.ExistingContent a.Whatexistingcontentdotheyhaveonthistopic?Isitcurrentandrelevant,ordoesitneed work? b.Whatformatisthecontentin?(e.g.PPT,.doc,.pdf,ILT,people’sheads) c.Howsolidisthecontent?Doesitchangefrequently,regularly,oritisrelativelyevergreen? d.Howmuchcontentneedstobecovered?Trytogetafeelforthetargetcourselengthbased onconversationsandwhatexists.Doestheirdesiredcourselengthmakesenseinlightof whatyoucansee? e.WhoaretheSMEsforthistopicandwhatroledoyouwantthemtoplay?Explainthe differentwaysthatyoucanworkwithSMEsandhavethemselectwhatwouldworkbestfor them. 5.CourseDevelopment/Production a.Doestheclienthaveapreferenceforcertainauthoringtools?(e.g.Articulate,Captivate, Lectora,Toolbook,Other)OrdoestheclienthaveaLearningContentManagementSystem thattheywanttouse?(e.g.CourseAvenue,DominKnow,Xyleme,etc.) b.Willtheclientprovidephotos?Videos?Graphics?Doyouneedtouseastocklibraryor createnewmedia? c.Doestheclientwantvoiceover?Ifso,dotheyhaveaparticularvoicethattheyalwaysuse? d.Discusstheprocessthatyouwillusetodevelopthecourseandaskhowmany review/revisioncyclesthey’dlikeateachstage? i.CourseDesignDocument ii.Storyboards iii.AlphaversionofthecourserunningoutsidetheLMS iv.BetaversionofthecourserunninginsidetheLMS e.Willtheybedoingabetatestofthecoursewithsometargetaudiencemembers? JenniferDeVries,CPT jennifer@bluestreaklearning.com 630-842-1865 Page2

  3. eLearningProjectKick-offAgenda Thepremiseoftheprojectkick-offmeetingistogeteveryoneonthesamepagewithregardtothe projectprocess,parameters,timeframes,rolesandresponsibilities. 1.Teamintroductions 2.Goalsfortheproject(stakeholder/projectowner) 3.WorkProcess--Goovertheworkprocessandtimeframesfortheproject,includingthedeliverables andnumberofreview/revisioncycles.Showsampledeliverables,ifappropriate. 4.RolesandResponsibilities--Discussrolesandresponsibilitiesandtimecommitments(including SMEsandProjectOwner).Airanydisagreementsandmakesureeveryoneison-boardandreadyto dotheirpart. 5.ToolsandTemplates--Confirmthetoolsandtemplatesthatwillbeusedfortheproject. 6.Branding/StyleGuidelines--Askforbranding/color/writingstyleguidelines,ifyoudon’talready havethem. 7.VisualsandMediaElements--Discussvisualsforthecourse.Wherewillthephotos,graphics,and anyothermediaelementscomefrom?Getaccesstotheappropriatephotoorvideolibrary,ifthere isone. 8.FileSharingandVersionControl--Discussmethodsforfilesharing.Howdoyoubestexchangefiles andtrackversions?Whatmethodswillthewholeteamuseforthat? 9.ActionItemsandNextSteps--Changetheprojectplan,asneeded,basedonthediscussion.If necessary,askclientcontacttoclarifyroles/responsibilities,getpeopleon-board.Ifclientrolesor otherscopeitemshavechanged,discusscostofchangeswithclientinanappropriatesetting. JenniferDeVries,CPT jennifer@bluestreaklearning.com 630-842-1865 Page3

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